SALESXPRESS - TEST CASE 23

TEST CASE STEPS:

  1. Navigate to the Design Agent Portal
  2. Select a contract from the recent contract list
  3. View Customer Summary
  4. View XDF/UDF (click on customer name)
  5. View Model Information
  6. View Lot Details (click on Lot #)
  7. Click Start selections review to view committed options
  8. Use Contract Look-up to search for a contract
  9. Set the Search Parameters
    1. All Communities [default]
    2. All Phases [default]
    3. All Lots [default]
    4. Under Contract [default]
    5. Customer's first or last name
  10. Click Find contracts
  11. Review Recent Sales Contracts (result list)
  12. Select a contract to open

EXPECTED RESULTS:

  1. Tester can access Design Agent Portal
  2. Tester can view list of recent contracts
  3. Teste can open recent contract
  4. Tester can use Contract Look-up feature
  5. Sections not applicable:
    1. Upcoming Appointments
    2. Featured Products
    3. Wish List Inbox

Below is the DATA seen while executing testing:

  1. Customer Summary (XDF/UDF)
  2. Lot Details
  3. Contract Details

See attached for DATA ITEMS specific to your Region/Business Unit:

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm access/review contracts in the Design Agent Portal
Pre-Conditions Login Credentials